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          <time datetime="2023-01-17T12:06:26+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 17, 2023 12:06</time>
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              A list of lists regarding the macro investment outlook for 2023
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  After very strong returns in 2021 thanks to reopening from COVID restrictions and stimulatory fiscal and monetary policies, 2022 was a rough year reflecting high...
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        AMP
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

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          <time datetime="2023-01-17T11:52:28+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 17, 2023 11:52</time>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              What the slowing economy means for equity investors
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  High interest rates and weak real earnings growth are pushing consumer spending down and slowing the economy. This is now impacting the revenues and earnings of many...
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        Pengana Capital Group.
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              &quot;The nail in the coffin&quot;: Why the Bank of Japan&#39;s policy change matters to you
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  Has the Bank of Japan&#39;s yield curve control pivot heralded the end of something much greater? Livewire&#39;s Hans Lee investigates. 
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              Why Woodside is not the better energy trade
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  Maqro Capital&#39;s Mark Gardner probes the results of last year&#39;s energy trade and makes a bold call ahead of the February earnings season.
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          <time datetime="2023-01-17T09:39:46+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 17, 2023 09:39</time>
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              Livewire readers&#39; top advice: Be patient, don’t panic, and diversify
            </h2>
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  In the recent Outlook Series survey, we asked for your best piece of advice to fellow readers. This wire highlights some of that advice.
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        Livewire Markets
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/equities">Equities</a>

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          <time datetime="2023-01-17T08:15:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 17, 2023 08:15</time>
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              Income from global equities? Here&#39;s how the year ahead is shaping up
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  While many investors ignore the income potential in global equities, actively managed global equities portfolios continue to be a pillar of strength for income-seeking...
</div>

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        Plato Investment Management
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  The local market kicked off the week on the front foot, continuing the momentum seen since the turn of the New Year to push into a new 8-month high. It was a...
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              In an environment where corporate earnings are likely to face headwinds, earning visibility will be the key
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The market and the Fed are in a tug-of-war over inflation and interest rates expectations. Steven Glass discusses the market implications. 
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        Pella Funds Management
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              3 small caps with investing’s winning trifecta: quality, value and growth
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  Simon Conn and Marc Whittaker identify 3 small-caps that they think have the qualities necessary to succeed in an uncertain environment. 
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              Weighty decisions – an overview of portfolio construction
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        Allan Gray
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          <time datetime="2023-01-16T11:41:28+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 16, 2023 11:41</time>
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              The 10 most-tipped small-cap stocks for 2023
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  It&#39;s out with the old and in with the new with this year&#39;s reader picks for small-caps.
</div>

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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Arafura Rare EARTHS Ltd</div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="BRN" data-controller="event" data-event-name-value="link_click" data-event-id-value="54164" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-brn">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Brainchip Holdings Ltd</div>
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      +10
</a></div>

        </div>
        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
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  <a aria-label="3DP" data-controller="event" data-event-name-value="link_click" data-event-id-value="54164" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-3dp">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Pointerra Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Arafura Rare EARTHS Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Brainchip Holdings Ltd</div>
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</a></div>

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              What’s going on with the CSL share price?
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  CSL shares have tracked sideways in recent years but is this a cause for concern? We dig into the topic with Alphinity’s Stuart Welch.  
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Defy the downturn: The listed property fund manager targeting double-digit investment <span class="whitespace-nowrap">returns<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Australian commercial property is not created equal and neither are the return profiles of the various assets, as Elanor Investors Group&#39;s diversified portfolio...
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              US inflation edges lower
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  US inflation came in around expectations. It is probably getting better, but there is still the opportunity to see what you want in the numbers. If your view is that...
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>15 investment themes for your radar in <span class="whitespace-nowrap">2023<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Markets are an ever-changing beast, and hard to predict. But these 15 themes will play a part.  
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              UBS: Australia&#39;s banks resilient in the face of recession (but this one leads the pack)
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  Recession or not, Australia&#39;s banks are up for the challenge. UBS takes an in-depth look at the ones worth buying, holding, or selling.
</div>

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          <a class="hover:underline mr-1" data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="117488" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:9896,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/david-thornton-livewire">David Thornton</a>
</span>    </div>
      <div>
        Livewire Markets
      </div>
  </div>
</div>

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        </div>

          <time datetime="2023-01-13T11:52:43+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 13, 2023 11:52</time>
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              Is the worst behind us for markets? Here&#39;s what Livewire readers think
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We delve into your expectations for inflation, market headwinds, house prices, and more in these reader survey insights.
</div>

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</a>      </div>
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    alt="Glenn Freeman"
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</a>    </div>
  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
    <div>
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</span>    </div>
      <div>
        Livewire Markets
      </div>
  </div>
</div>

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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/equities">Equities</a>

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          <time datetime="2023-01-13T11:50:06+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 13, 2023 11:50</time>
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              This strategist believes interest rate cuts are coming. Here is what he would be buying (and when).
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  CFRA&#39;s Chief Investment Strategist Sam Stovall is bullish as ever. But he also thinks equities won&#39;t have an easy first half. Find out why.
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              Dogs of the ASX in 2022
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  68 companies within the ASX 200 saw share price declines of over 20% in 2022. So which will stage remarkable comebacks in 2023? 
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              When the bulls go to sleep, La Pulga (The Flea) will rise
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Corporate leaders should take note of Lionel Messi’s thirst for winning. 
</div>

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  </div>
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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      +2
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Amcor Plc</div>
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    <div data-controller="tooltip">
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Commonwealth Bank of Australia</div>
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    <div data-controller="tooltip">
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  <div>
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  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
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        <span data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="17683" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:9900,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" class="mr-1">Ray David</span>
    </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-54229" data-load-engagement-count-target="like" data-wire-id="54229" data-position="9900">
                <button
  class="lw-button tertiary_gray xs icon-only "
  
  data-turbo-stream-url-value="/hotwired/likes/54229/wire/9900/like"
  data-controller="
    event 
     
    
    
    turbo-stream 
  "
  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="54229" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:9900,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="like_clicked" data-event-ga-label-value="" data-turbo-stream-method-value="post"
  
  
  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-54229" data-load-engagement-count-target="comment" data-wire-id="54229" data-position="9900">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/when-the-bulls-go-to-sleep-la-pulga-the-flea-will-rise#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="54229" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:9900,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="wire_comment_click" data-event-ga-label-value=""
  
  
  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-54229" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="54229" data-position="9900" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2023-01-13T08:15:12+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">January 13, 2023 08:15</time>
    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2023-01-13+08%3A15%3A12+%2B1100&amp;last_position=9900"></a>
</template></turbo-stream>
